Past Events
Annual Wine Retreat
Unlike the typical family office conference, Wine Retreat attendees have the opportunity to connect deeply with their peers on topics of shared interest in a relaxed and confidential environment. The unique, lightly-structured environment, is intended to provide fertile ground for open-ended conversation with other family office principals and executives to build trust and learn from […]
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Cross Pollinate Exploration – Leaving a Legacy of Values
Join your peers in a topical exploration on how best to leave a legacy of values with future generations. Come prepared to share your perspective, questions and experiences in this confidential environment. Attendance for this 90 minute topical exploration via Zoom will be limited to 12 participants.
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Cross Pollinate Portland – Building a Family Office Lunch
Get perspective, ask questions and share your experiences with family office peers over lunch at the Arlington Club. This is a “no-host” lunch from noon to 2pm with a maximum attendance of 12 people.
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Annual Wine Retreat
Unlike the typical family office conference, Wine Retreat attendees have the opportunity to connect deeply with their peers on topics of shared interest in a relaxed and confidential environment. The unique, lightly-structured environment, is intended to provide fertile ground for open-ended conversation with other family office principals and executives to build trust and learn from […]
Learn More